Integration Configuration

Credentials, mappings, availability and activity

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Field Manager
Carrier
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Lead Source

Demo environment. Every provider below is a placeholder — no live carrier, rating or vendor credentials exist and no external requests are sent. The architecture, normalized quote model and permission matrix are production-shaped so real providers can be activated later.

Hub

SignFlow E-Signature

ConnectedProduction

E-Signature · API v1.3

Connection Health

95.7%

Credentials validated and connection active.

Calls (21d)

12

0 failed

Success Rate

100.0%

Normalized across all actions

Avg Response

2,632 ms

Round trip including mapping

Open Errors

0

Unresolved exceptions

What this integration does

Envelope-based e-signature with status callbacks for applications and renewal documents.

Purpose: Applications, proposals, broker forms and carrier forms.

Integration type
REST API
Authentication
OAuth 2.0
API version
v1.3
Divisions
Property & Casualty, Life, Accident & Health, Employee Benefits
Supported products
30
Supported states
51
Last connected
Aug 8, 2026 · 07:12AM
Last sync
Aug 10, 2026 · 07:13PM

Normalized data flow

  1. 1InsurFit IQ builds the request from the opportunity, client and product records.
  2. 2Eligibility is checked against carrier mappings, state availability, appointment and license rules.
  3. 3The gateway sends the provider-specific payload and logs the attempt.
  4. 4The response is normalized into the InsurFit IQ quote model (premium, limits, commission, bindability).
  5. 5Quotes, documents and status updates are written back to the opportunity timeline.

Health trend

95.7% of recent handshakes succeeded. Errors and latency are tracked per call in Sync History.